Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,019 | $29,319-7.8% | $52,425-48.5% | $82,448-67.2% |
| Participation rate | 88.7% | 46.9%+41.9pp | 55.6%+33.1pp | 68.1%+20.6pp |
| Annual return | 11.26% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $839 | $586+43.1% | $914-8.2% | $2,551-67.1% |
| Participant deferral / active EE | $1,592 | $1,171+36.0% | $1,790-11.1% | $4,139-61.5% |
| Admin fee / account holder | $1,347 | $1,962-31.3% | $2,495-46.0% | $7,234-81.4% |